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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,718 | $43,075-58.9% | $74,577-76.2% | $62,881-71.8% |
| Participation rate | 29.6% | 58.1%-28.4pp | 68.1%-38.5pp | 69.3%-39.7pp |
| Annual return | 4.68% | 17.50%-12.8pp | 20.47%-15.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $676 | $1,498-54.9% | $2,525-73.2% | $2,281-70.4% |
| Participant deferral / active EE | $1,554 | $2,389-35.0% | $3,458-55.1% | $3,203-51.5% |
| Admin fee / account holder | $2,820 | $2,840-0.7% | $4,138-31.8% | $4,296-34.3% |